Our Qualifications

Marijo "MJ" Dluzak, Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), entered the financial services industry in 1984. Marijo provides outstanding service and sound investment advice through her own independent office, Dluzak & Associates. She attended the University of Illinois, earning a Bachelor of Arts degree in Political Science. MJ lettered in both basketball and volleyball while completing her degree. She is actively involved with "Fighting Illini" alumni activities. Ms. Dluzak develops specific investment strategies to fit the needs of her clientele of business owners, pre-retirees, and retirees. Her work involves wealth creation, retirement planning, investment services and estate transfer strategies. She shares her experience and knowledge by conducting workshops, such as a recent presentation, "Dances With Retirement," co-presented with a local Certified Public Accountant. In addition, her current focus is on educational workshops to help individuals and businesses understand the benefits of planning for pre and post retirement needs. MJ's philosophy and goal is "to educate and motivate my clients on how to make and invest money wisely, to reduce their tax burdens and create an income flow that allows then the financial freedom to do all the things they want to do in their life. And then, make sure that their family, or whomever they choose, receive the proceeds of what they have worked so hard for, not their "Uncle Sam". Ms. Dluzak is a member of the Institute of Certified Financial Planner (ICFP), International Association of Financial Planners (IAFP), Society of Financial Service Professionals (SFSP), and Chartered Financial Consultant (ChFC), the National Association of Life Underwriters, Past President of Kiwanis Club, the University of Illinois Varsity I Club and the National Parks and Conservation Association. For more information, please call Marijo at 1-888-755-PLAN.